Jason Peplinski

About

At FP Wealth Managment our primary goal is to help our clients improve their financial lives. Whether you’re seasoned at investing or just embarking on your journey toward a brighter financial future, navigating the world of personal finance can be intimidating. We’re here to help you put the pieces of the puzzle together. We also help business owners attract and retain employees and key executives, while showing them ways to reduce the cost of providing attractive retirement benefits.
One or more individuals are securities licensed through Investacorp, Inc., a registered broker dealer, member FINRA, SIPC. One or more associates are advisory licensed through Investacorp Advisory Services, Inc. a SEC registered investment advisory firm. For those persons inquiring from states where a specific associate is not currently securities and/or insurance licensed, the associate will not transact business in that state or provide follow-up, individual responses, until after the associate obtains the appropriate registration in the applicable state. FINRA's homepage, www.finra.org and Securities Investor Protection Corporation's homepage, www.sipc.org. Linked sites are strictly provided as a courtesy. Investacorp, Inc. and its affiliates, do not guarantee, approve nor endorse the information or products available at the sites, nor do links indicate any association with or endorsement of the linked sites by Investacorp, Inc. and its affiliates.

Servicing

Credentials

Licenses

Series 6

The Series 6 license is known as the limited-investment securities license. It allows its holders to sell "packaged" investment products such as mutual funds, variable annuities and unit investment trusts (UITs). As of September 7, 2000

Series 7

The Series 7 license is known as the general securities representative (GS) license. It authorizes licensees to sell virtually any type of individual security. As of February 4, 2002

Series 65

The Series 65 license is required by anyone intending to provide any kind of financial advice or service on a non-commission basis. Financial planners and advisors that provide investment advice for an hourly fee fall into this category, as do stockbrokers or other registered representatives that deal with managed-money accounts. As of May 6, 2002

Associations

NAIFA - Cornhusker

President January 2011 – present

Financial Planning Association of Nebraska

Member January 2013 – present

Background

Experience

Financial Advisor | Owner & President

JP Financial Services, Inc. September 2001 – present

Financial Advisor | Vice President

FP Wealth Management, Inc. September 2012 – present

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